According to ChainCatcher, Goldman Sachs’ Chief China Equity Strategist Liu Jinjin and his team released a report stating that since the “DeepSeek moment” at the beginning of 2025, Chinese AI-related listed companies have generated nearly $5 trillion in market capitalization through stock price appreciation and IPOs. Currently, AI stocks account for 42% of the total market capitalization and 57% of the total trading volume on A-shares and Hong Kong stocks. The report also notes that China has been a key global exporter in the AI supply chain and holds approximately 50% of the global market share in certain AI power and infrastructure sectors. With advancements in domestic AI technology, China has gradually established an internal AI value chain encompassing advanced semiconductors, open-weight large language models, and application layers.
Goldman Sachs Report: Chinese AI Companies Generate Nearly $5 Trillion in Market Value
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Summary
Goldman Sachs' latest weekly market report highlights that Chinese AI companies have generated nearly $5 trillion in market value since early 2025. The surge includes significant stock price gains and new IPOs. AI stocks now account for 42% of total market capitalization and 57% of trading volume in A-shares and Hong Kong. China controls approximately 50% of the global AI infrastructure market and has established a complete AI value chain. The daily market report shows continued momentum in the sector.
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